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2025

THINK DIFFERENTLY

THINK DIFFERENTLY

Executive Summary Market Review​​​​ July 2025 ushered in renewed optimism across financial markets. Alongside robust US economic data, sentiment was also driven by favourable US trade deals with key partners...
Market Commentary July 2025

Market Commentary July 2025

Q2 2025 saw strong rallies across most asset classes, apart from the US dollar and oil.
Market Commentary June 2025

Market Commentary June 2025

The US and China agreed to a temporary 90-day trade truce, easing fears of an escalating tariff war. This fueled investor confidence alongside the TACO (‘Trump Always Chickens Out’) trade,...
Market Commentary May 2025

Market Commentary May 2025

April 2025 was a tumultuous month for markets, triggered by Trump’s announcement of reciprocal tariffs that triggered a massive selloff in risk assets.